Customers · updated 2026-08-08

How to manage estimates on the Customers page in Dumpster Controls

The "Estimates" panel at the top of the Customers page tracks every quote you have out: what was accepted, what is pending, and what fell through.

1. 1

   Expand the panel

   Click the "Estimates" button above the metrics. It shows your estimate count, and a pulsing badge when new accepted estimates are waiting (the tooltip counts "new estimates to review"). Arriving from an estimate alert opens the panel already expanded.

2. 2

   Read the header

   The expanded panel summarizes "accepted", "pending", and "canceled" counts, plus the "Accepted value" and "Pending value" totals.

3. 3

   Filter with the tabs

   Tabs are "All", "Accepted", "Pending", and "Canceled". Each row shows the estimate number, customer, a status chip ("Accepted", "Sent", "Declined", or "Expired"), amount, and date.

4. 4

   Act on a pending estimate

   Rows with the "Sent" status offer "View" (opens the customer-facing page), "Edit", "Resend" (toast: "Estimate #{number} resent"), and "Cancel" (toast: "Estimate #{number} canceled").

5. 5

   Acknowledge accepted estimates

   Newly accepted estimates pulse until you click "Acknowledge". Once acknowledged, the row shows "Done". This is your worklist of wins to turn into orders.